← Tributary

WIMMER CONSULTING, LLC

IRVING, TX · CRD 120976 · IAPD ↗ · 214-219-7762

$105.9MRegulatory AUM
2Advisory reps
2Employees
21Clients
1-10Planning clients
0Private funds
2States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — WIMMER CONSULTING, LLC (IRVING, TX) left the SEC roster (was $105.9M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — WIMMER CONSULTING, LLC reported RAUM down 28% ($147.1M -> $105.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.